Capital Analysts LLC’s JPMorgan Equity Premium Income ETF JEPI Stock Holding History
Bought
  Maintained
  Sold
  | Quarter | Market Value | Status | Shares | Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | $10.6M | Buy |  | |||||
| 2025 Q1 | $10.1M | Sell |  | |||||
| 2024 Q4 | $10.5M | Buy |  | |||||
| 2024 Q3 | $10.7M | Buy |  | |||||
| 2024 Q2 | $9.49M | Buy |  | |||||
| 2024 Q1 | $9.05M | Buy |  | |||||
| 2023 Q4 | $8.15M | Sell |  | |||||
| 2023 Q3 | $8.98M | Buy |  | |||||
| 2023 Q2 | $9.23M | Buy |  | |||||
| 2023 Q1 | $8.95M | Buy |  | |||||
| 2022 Q4 | $8.41M | Buy |  | |||||
| 2022 Q3 | $6.13M | Buy |  | |||||
| 2022 Q2 | $5.75M | Buy |  | |||||
| 2022 Q1 | $5.75M | Buy |  | |||||
| 2021 Q4 | $5.3M | Buy |  | |||||
| 2021 Q3 | $4.46M | Buy |  | |||||
| 2021 Q2 | $3.53M | Sell |  | |||||
| 2021 Q1 | $3.46M | Buy |  |